See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,734 | $82,664+105.3% | $125,339+35.4% | $68,494+147.8% |
| Participation rate | 85.9% | 75.0%+10.8pp | 82.4%+3.5pp | 67.9%+18.0pp |
| Annual return | -15.21% | -5.97%-9.2pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $4,932 | $3,381+45.9% | $4,814+2.4% | $2,596+89.9% |
| Participant deferral / active EE | $10,836 | $6,110+77.3% | $7,446+45.5% | $4,027+169.1% |
| Admin fee / account holder | $3,860 | $6,275-38.5% | $10,010-61.4% | $5,403-28.6% |